How to change Clients Location Type and move Service Locations

If you have created a Client under the incorrect Location Type, for example, your Client is listed as an 'Admin and Service,' but you want it to be changed to an 'Admin' only, you are unable to do this! You can also move your Service and Delivery Locations to stay under the correct parent location.

Q1: How do I change a Client's Location Type?

A1: You are unable to change a Location Type once it is entered.

Q2: If I make my parent location Inactive, will the attached service and delivery locations also become inactive?

A2: No! If you just make the parent location inactive, all of your service and delivery locations that would normally be attached will still be in your system.

Q3: How do I reattach my Service Locations to my parent Client?

You have to search the Service Location you would like to attach

1. Select the 'Move Location' button

1. Fill in the mandatory information and select the newly created Admin location you would like to attach the location to

1. Select 'Confirm Transfer' to save

Q4: Can I move multiple Service Locations simultaneously?

A4: The relocation process is designed to move Service Locations individually. This approach maintains precision and allows you to carefully structure your client's tree structure.

Q5: How do I move Delivery Locations?

A5: All of your delivery locations will automatically move across with the service location that it is attached to in your system. This helps in the process of having to move all of the locations across.

For more information on how to move your locations, please view the full article.